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Vestwell
New York, NY, United States
WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b). We believe that American workers
Job Source: VestwellVestwell
New York
Job Description Job Description WHO ARE WE? There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it's imperative that every worker has access to and participates in their company's savings program, such as a 401(k) or 403(b
Job Source: VestwellTransPerfect
New York, NY, United States
Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys worki
Job Source: TransPerfectStifel
New York, NY, United States
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals f
Job Source: StifelMorgan Stanley
New York
*POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding
Job Source: Morgan StanleyMorgan Stanley
New York
*POSITION SUMMARY* Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding
Job Source: Morgan StanleyMorgan Stanley
New York, NY, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyUBS
New York, NY, United States
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect
Job Source: UBSNew York, NY, United States
Description: We are currently seeking a Client Service Associate to join our dynamic team. In this role, you will play a critical part in managing client accounts and relationships, ensuring seamless communication and service delivery.
Responsibilities:
Serve as the primary point of contact for assigned clients, addressing their inquiries and requests in a timely manner.
Manage client communications via phone, email, and other channels, maintaining a professional and courteous demeanor.
Facilitate account openings and transfers by coordinating documentation accurately and efficiently.
Handle administrative tasks related to client accounts, ensuring all paperwork is completed accurately.
Collaborate with our financial advisors to prepare materials for client reviews and meetings, ensuring all necessary information is readily available.
Stay updated on our firm's offerings and services to provide informed assistance to clients.
Requirements:
Bachelor’s degree in business, finance, or a related field
Minimum of 2 years of experience in client service, preferably in the financial services industry
Strong commitment to professionalism and building positive client relationships.
Excellent attention to detail and organizational skills
Familiarity with CRM platforms and financial planning software is a plus.
Exceptional written and verbal communication abilities
Benefits:
Medical, Vision, Dental, AD&D ST/LT Dis
Incredible PTO, Potential for Flex Time
Bonus Potential
If you are passionate about delivering service excellence and thrive in a fast-paced, client-focused environment, we invite you to join our team. Please submit your resume to
[email protected] to apply for this exciting opportunity. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Email Alert for Client Service Associate jobs in New York, NY, United States
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